CapIntel
HQ Address
140 Yonge Street, Suite 200, Toronto, ON, M5C 1X6, Canada
Website Address
Business introduction
Growth starts with a presentation
CapIntel empowers wealth firms to scale trust and transparency through compelling presentations that explain advice, strengthen relationships, and grow your business
We bring investments to life
Our mission is to help everyday people better understand the opportunity and importance of growing wealth through investments. We're redefining the wealth management experience by providing advisors with an efficient and effective way to connect financial products to the bigger picture of an investor's overall life goals. Since entering the market in October 2019, we've constantly pushed ourselves to build a better, more intuitive platform to support this goal.
Today, CapIntel powers over 17,000 financial advisors and wholesalers across leading North American firms. By helping wealth management firms bring investments to life, we hope to help make financial goals a reality.
CapIntel Solutions
CapIntel Platform
A connected toolkit that merges efficient advisor workflows with personalized client experiences. Unified data, always in sync Your single source of truth for investment data. Connect your product shelf, models, external data feeds, and CRM systems, all governed, validated, and kept up to date automatically. Clear, side-by-side decision support Instantly compare portfolios, funds, and......
